Filed April 5, 2013 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $44,515 |
DELOITTE & TOUCHE LLP1+ years Service code 10 · EIN 13-3891517 | Accounting | $18,000 |
ATESSA BENEFITS1+ years Service code 15 · EIN 02-0429408 | Recordkeeping | $16,626 |
US BANK1+ years Filed as: US BANK INSTITUTIONAL TRUST & CUST. Service code 21 · EIN 31-0841368 | Bank Trustee | $15,787 |
KAREN MEIFERT1+ years Filed as: KAREN TURLEY Service code 10 2344 E MINTON ST · MESA, AZ 85213 | Accounting | $9,500 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $219,269-100.0% | $177,167-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 28.6%-28.6pp | 11.8%-11.8pp | 48.7%-48.7pp |
| Annual return | -7.66% | -4.65%-3.0pp | -2.52%-5.1pp | -2.16%-5.5pp |
| Employer contribution / active EE | $0 | $171,621-100.0% | $82,375-100.0% | $42,949-100.0% |
| Participant deferral / active EE | $0 | $0 | $201-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $1,619-100.0% | $1,917-100.0% | $12,572-100.0% |